Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $31.4B
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.5B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$583M
2
+$573M
3
+$529M
4
VLO icon
Valero Energy
VLO
+$397M
5
J icon
Jacobs Solutions
J
+$376M

Top Sells

1
+$768M
2
+$684M
3
+$443M
4
CAH icon
Cardinal Health
CAH
+$359M
5
BK icon
Bank of New York Mellon
BK
+$320M

Sector Composition

1 Financials 20.13%
2 Industrials 14.55%
3 Energy 13.23%
4 Healthcare 11.99%
5 Technology 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.36M 0.01%
159,390
+3,924
152
$5.32M 0.01%
82,252
-5,500
153
$5.18M 0.01%
261,782
-40,517
154
$5.16M 0.01%
248,599
+56,608
155
$5.08M 0.01%
286,477
+52,678
156
$5M 0.01%
55,269
-14,804
157
$4.92M 0.01%
129,491
+3,179
158
$4.84M 0.01%
74,766
-3,086
159
$4.83M 0.01%
266,760
-4,579
160
$4.81M 0.01%
119,114
+2,912
161
$4.8M 0.01%
103,634
+21,803
162
$4.79M 0.01%
277,017
+16,555
163
$4.75M 0.01%
125,010
+65,075
164
$4.71M 0.01%
155,803
+3,814
165
$4.66M 0.01%
65,015
-927
166
$4.64M 0.01%
220,232
+5,409
167
$4.54M 0.01%
157,117
+128,998
168
$4.53M 0.01%
76,198
+1,871
169
$4.43M 0.01%
48,587
-149
170
$4.41M 0.01%
113,852
-8,753
171
$4.39M 0.01%
185,548
+61,437
172
$4.39M 0.01%
192,303
+5,672
173
$4.38M 0.01%
330,336
-11,492
174
$4.19M 0.01%
119,064
+2,914
175
$4.19M 0.01%
134,865
+49,202
5 6
7
8 9